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Investment Consultant

  • £60000 - £90000 per annum, Benefits: Discretionary Bonus + Benefits

  • Ref


  • Contact Name |George Smith

A rare opportunity has come up to work within a growing investment consultancy. The role offers real opportunity for a consultant to make an impact on the day to day decisions made within the business.

Due to a series of new business wins, the consultant will take a lead role in the relationship and advice management of 15 clients ranging up to £200M.

The ideal candidate will be a qualified actuary with 1 - 3 years post qualified investment experience.

Key Responsibilities:

  • Acting as the lead investment consultant on a range of clients, both as the day-to-day contact and on relevant projects (eg fund selection, asset transfers, bulk annuity transactions).

  • Understanding clients’ wants and needs, and pro-actively helping clients to achieve them through reliable and consistent strategic advice, plus a willingness to innovate and challenge the status quo.

  • Coordinating client work and timely delivery to the client/internal consultant.

  • Attending client meetings, reviewing meeting minutes and promptly following up on actions.

  • Be an active member of the fund research group.

  •  Being a company ambassador both internally and externally


CONTACT US 0113 274 3000